See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,234,539 | $106,543+1058.7% | $91,220+1253.4% | $134,475+818.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.79% | 160.60%-175.4pp | 114.01%-128.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $55,258 | $3,331+1559.1% | $2,850+1838.8% | $4,740+1065.9% |
| Participant deferral / active EE | $8,667 | $4,719+83.7% | $4,234+104.7% | $6,400+35.4% |
| Admin fee / account holder | $51,515 | $6,231+726.8% | $5,420+850.5% | $11,426+350.9% |